Sage 100 ERP Demo of the Business Insights Tasks – View BI Reports, Module Options and Sage 100 Support Overview Information

Bisness Information Systems is a Sage Authorized Partner, Sage Reseller, Sage Certified Consultant, support and solution provider for the sage 100 erp business insights module

Sage 100 ERP BI – Business Insights Demo & Overview

Introduction to Sage 100 ERP Business Insights Module

Sage 100 ERP Demo of the Business Insights Web Browser Edition – BIS Virtual Tour Navigator

This page includes overview information about each menu task in the Business Insights module that is accessible from the Sage 100 ERP main explorer menu and aided by an interactive virtual demo; Business Information Systems’ Virtual Tour Navigator. Clicking the thumbnails in each section opens the Sage 100 ERP virtual tour navigator. The clickable blue highlighted rectangles allows you to navigate to related screen panes in each Business Insights task in which you can experience what the Sage ERP accounting software suite is all about.

What are the Sage 100 ERP Business Insights Reporting Tasks?

Business Insights presents information in a high-level, graphical format that allows you to instantly ascertain the state of your business. Flexible yet simple to use, this dashboard is displayed within the Sage 100 ERP Business Desktop and can also be accessed directly with Microsoft® Internet Explorer® or Outlook®.

sage 100 erp accounting software technical support provider for the business insights dashboard module Features & Benefits

  1. Easily create html and standard reports with wizard-driven reporting – the wizard guides you through all of the required steps to create a report.
  2. Pre-indexed and linked data tables allows for quick report building with no need to learn the intricacies of data structures or the complexities of creating formulas.
  3. Easily create calculated fields – simple point-and-click calculations are based on the Lookup Customization Wizard giving you more flexiblity to create and design the right report.
  4. Exported as data only enabling you to important into other data analysis tools for further analysis. So choose your format including Excel®, Adobe® PDF, or XML.
  5. Secure access to all your data by determining which user roles will have access to reports.

Sage 100 ERP Business Insights Module Overview Support Information for the Dashboard Menu Tasks

About Sage 100 ERP Business Insights Dashboard

Business Insights Dashboard gives you the information you need to make better business decisions, and it helps you conduct your day-to-day operations with higher levels of efficiency. Your customized start page delivers the data you need most, when you need it.

sage 100 erp business insights dashboard software benefits and features Features & Benefits

  1. The Business Insights Dashboard wizard makes it easy to customize your start page and select the reports you want to see. For example, variable pie chart graphs and their table elements can display sales for your top 5, 10, or 20 customers, depending on what is most appropriate for your company.
  2. View your information within the Sage 100 ERP Desktop or access it directly with a web browser.
  3. You have the option to drill down into selected Sage 100 ERP reports and inquiries to display additional information.
  4. Dashboard data is automatically refreshed through a polling process that takes place in the background. This ensures the display of up-to-date information without having to take the time and effort to manually refresh data. You have the ability to refresh when launching Business Insights Dashboard, or you may specify a time value for automatic data refreshing.

sage 100 erp accounting software support for the business insights dashboard setup options tasks Business Insights Dashboard Module Options

The Business Insights Dashboard Module Options Setup Task is used to enter settings for creating the Home and Web pages that can be accessed from the menu within each user’s Home page.

sage 100 erp business insights dashboard options setup task support and user options Support & User Options

  1. Each user’s home and/or web page module can be customized to fit your company’s specific accounting requirements.
  2. Dashboard Options presents a series of options that allow you to select features most appropriate for your business.
  3. You can enter the company name and logo to display on the Home page.
  4. You can also define the number of segments to use in pie charts and the number of detail lines to appear in tables.

click to view the sage 100 erp demo of the business insights options setup task View the Sage 100 ERP Demo of the Business Insights Dashboard Module Options Setup Task.

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sage 100 erp accounting software support for the business insights dashboard maintenance wizard tasks Business Insights Dashboard Maintenance Wizard

The Business Insights Dashboard Maintenance Wizard is used to configure, modify, or delete Home pages for each user within the current company.

sage 100 erp business insights dashboard maintenance wizard support and user options Support & User Options

  1. You can determine the data elements to show or hide on the Web pages for users on a user-by-user basis.
  2. Crystal Reports must be installed on your workstation to modify or add new templates.

sage 100 erp business insights dashboard maintenance wizard options Setup & Integration Options

  1. The Business Insights Dashboard Maintenance Wizard Options Setup Task is used to to set options for a data element, such as the number of pie chart segments and table lines to display.
  2. This task is available only for data elements with detail lines or pie segments.

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sage 100 erp accounting software support for th business insights dashboard maintenance listing report Business Insights Dashboard Maintenance Listing

The Business Insights Dashboard Maintenance Listing Report is used to list the Home page configuration for users for the current company.

click to view the sage 100 erp demo of the business insights dashboard maintenance listing report View the Sage 100 ERP Demo of the Business Insights Dashboard Wizard Maintenance Listing Report Task.

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sage 100 erp accounting software support for the business insights display dashboard task Business Insights Display Dashboard

The Business Insights Display Dashboard is used to launch the Home page.

sage 100 erp business insights display dashboard wizard support and user options Support & User Options

  1. When launched, the data elements appear in the Desktop if the Detail View is selected.
  2. If the Desktop is in the Collapsed View, the data elements appear in Internet Explorer.
  3. A user’s Home page must be configured in the Dashboard Maintenance Wizard and an update must be performed before accessing Display Dashboard.

sage 100 erp business insights display dashboard setup and integrtion options Setup & Integration Options

  1. Purchase and payment history for credit card vendors do not display in the data elements.
  2. To view purchase and payment history for credit card vendors, use the Accounts Payable Vendor Purchase Analysis Report.

sage 100 erp business insights display dashboard important information Important Information

  1. The accuracy of Business Insights data is dependent on:
  2. The last Dashboard Update was run.
  3. Data is updated in the modules.

click to view the sage 100 erp demo of the business insights reporter wizard View the Sage 100 ERP Demo of the Business Insights Display Dashboard.

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sage 100 erp accounting software support for the business insights start automatic dashboard update tasks Business Insights Start Automatic Dashboard Update

Use Start Automatic Dashboard Update to check the status of the polling program, start or stop the polling program, and view the date that the Business Insights data and Web pages were last updated.

sage 100 erp business insights automatic dashboard update setup and integrtion options Setup & Integration Options

  1. After the polling program starts, the polling program waits until the number of hours specified in the Number of Hours Between Executions field in the Dashboard Options window is met and then updates Business Insights.
  2. This task is available only if the Perform Automatic Update and Page Generation check box is selected in the Dashboard Options window.

click to view the sage 100 erp demo of the business insights automatic dashboard update View the Sage 100 ERP Demo of the Business Insights Automatic Dashboard Update Setup Task.

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Sage 100 ERP Business Insights Module Overview Support Information for the Reporter Menu Tasks

About Sage 100 ERP Business Insights Reporter

The ability to create custom reports is an important component of any business management system so if you are a busy manager or business owner, it is important to have quick access to key business information in an easy-to-read and understand format. Business Insights Reporter is the intelligence-reporting tool to assist you in that development of information by providing its Business Insights Reporter Wizard.

The Business Insights Reporter Wizard is a powerful yet easy-to-use tool for creating your reports. The Wizard allows you to design customized reports from virtually any Sage 100 data table by simply selecting the row information that you want printed and there is no need to learn the intricacies of data structures or the complexities of creating formulas.

sage 100 erp business insights reporter benefits and features Benefits & Featrues

  1. Wizard-driven reporting – the wizard guides you through all of the required steps to create a report.
  2. Data is presented in logical views – no need to try to figure out what table to get data from or how to link to additional data for your report.
  3. Once the report is created you have the option of sceduling it to automatically run later a feature that enables you to run a report from a batch or script file.
  4. Reports can be placed on a custom menu in each module for quick access or on your desktop.
  5. Reports can also be exported as data only option enabling you to important into other data analysis tools for further analysis. So choose your format including Excel®, Adobe® PDF, or XML.
  6. Easily create calculated fields – simple point-and-click calculations are based on the Lookup Customization Wizard giving you more flexiblity to create and design the right report.
  7. Secure access to your data – determine which user roles will have access to reports.

sage 100 erp accounting software support for the business insights reporter menu reporter task Business Insights Reporter

The Business Insights Reporter is used to create a new report or delete, modify, or copy an existing report.

sage 100 erp business insights reporter support and user options Support & User Options

  1. You can also use this task to launch reports that you have created.

sage 100 erp business insights reporter setup and integration options Setup & Integration Options

  1. To make further modifications to the report layout at another time, Crystal Reports Designer must be installed on your computer.
  2. If you select the Access the Crystal Designer after Clicking Finish check box in the last wizard page, your report will automatically launch in Crystal Reports Designer when you have completed the wizard pages.
  3. You can also modify the report layout in Crystal Reports Designer by clicking the Design Report button.
  4. Business Insights Reporter is available only if at least one report already exists.

sage 100 erp business insights reporter important information Important Information

  1. If you customize a Business Insights Reporter report in Crystal Reports Designer, modifying or copying the report in the Business Insights Reporter wizard will cause your Crystal Reports Designer changes to be lost.
  2. To modify the report and retain all changes, click the Design Report button and modify the report in Crystal Reports Designer.

click to view the sage 100 erp demo of the business insights reporter wizard View the Sage 100 ERP Demo of the Business Insights Dashboard Reporter Wizard.

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sage 100 erp accounting software support for the business insights repoter instructions setup and training Business Insights Reporter Instructions

The Business Insights Reporter Add Links is used to create a link between another database source and the view you selected for your report.

  1. The database source files are not linked until you complete the fields in this window and click OK.
  2. The linked file then displays in the Available Fields list (at the bottom of the list) on the Select Fields page.

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sage 100 erp accounting software support for the business insights reporter menu advanced logic setup and training Advanced Logic

The Business Insights Reporter Advanced Logic is used to enter complex filters using the And, Or, and Not conditions.

  1. This task is available only if the Run Time check box on the Define Filters wizard page is cleared on two or more rows for the values in the Field column.
  2. If a report does not exist:
  3. The Business Insights Reporter Wizard appears and on the Define Filters wizard page, click Advanced Logic.
  4. If a report does exist:
  5. The Business Insights Reporter selection window appears and select a report and then click the Modify Report or Copy Report button, or click Create a New Report to launch the Business Insights Reporter Wizard and then click Advanced Logic on the the Define Filters wizard page.

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sage 100 erp accounting software support for the business insights reporter menu custom report setup and trainingCustom Report

After using the Business Insights Reporter window to create a new report or to copy an existing report:

  1. You can access the report from the specified module’s Custom Reports menu, or access it from the Business Insights Reporter Wizard.
  2. You can also use the Business Insights Reporter window to launch reports that you have created.
  3. If you select the Access the Crystal Designer after Clicking Finish check box in the last Business Insights Reporter wizard page, your report will automatically launch in Crystal Designer when you have completed the wizard.
  4. You can also modify the report layout in Crystal Designer by clicking the Design Report button in the Business Insights Reporter window.
  5. Note: If you selected the Add this report to the Custom Reports menu check box on the Define Report Name wizard page, the new report is added to the Custom Reports menu for the selected module. Select the Custom Reports menu for the module and then click the report menu for the report you created.

sage 100 erp business insights reporter custom report instructions setup and integration options Setup & Integration Options

  1. To make further modifications to the report layout at another time, Crystal Reports must be installed on your system.

click to view the sage 100 erp demo of the business insights reporter custom report instructions View the Sage 100 ERP Demo of the Business Insights Dashboard Reporter Custom Report Setup Task.

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sage 100 erp accounting software support for the business insights reporter menu custom report print summary setup and training Business Insights Custom Report Print Summary

Use the print summary version of the custom report window to print a summary report consisting only of subtotal break information. After using the Business Insights Reporter window to create a new report or to copy an existing report:

  1. You must use a template type other than Labels.
  2. You can access the report from the specified module’s Custom Reports menu, or access it from the Business Insights Reporter Wizard.
  3. You can also use the Business Insights Reporter window to launch reports that you have created.
  4. If you select the Access the Crystal Designer after Clicking Finish check box in the last Business Insights Reporter wizard page, your report will automatically launch in Crystal Reports in Design mode when you have completed the wizard.
  5. You can also modify the report layout in Crystal Reports by clicking the Design Report button in the Business Insights Reporter window.
  6. Note: Select Business Insights Reporter menu > Business Insights Reporter. In the Business Insights Reporter selection window, double-click the report name to launch the report window.
  7. Note: If you selected the Add this report to the Custom Reports menu of the selected module check box and the Print Summary Report check box on the Define Report Options wizard page, the new summary report is added to the Custom Reports menu for the selected module. Select the Custom Reports menu for the module and then click the report menu for the report you created.
  8. Note: If you selected the Run this report after clicking Finish option on the Completion wizard page, the report window automatically launches after clicking Finish in the Business Insights Reporter Wizard.

sage 100 erp business insights reporter custom report print summary instructions setup and integration options Setup & Integration Options

  1. To make further modifications to the report layout at another time, Crystal Reports must be installed on your system.
  2. If the Print Summary Report check box is cleared, all detail information prints on the report.

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sage 100 erp supoport for the business insights reporter menu listing Business Insights Reporter Listing Report

The Business Insights Reporter Listing Report to immediately print the listing, preview the listing, or click Setup to modify the default print parameters.

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sage 100 erp accounting software support for the business insights reporter menu export tasks Business Insights Reporter Export

The Business Insights Reporter Export Task is used to export a report definition to a text file.

sage 100 erp business insights reporter export setup and integration options Setup & Integration Options

  • The report definition is saved in a new text file located in the \MAS90\Reports\BIReporter folder with a .BIR extension.
  • Note: Roles cannot be exported because the roles defined at one office site may vary with the roles defined at another office site.
  • After importing the report, be sure to modify the report using the Business Insights Reporter Wizard and select the applicable roles on the Select Roles wizard page.
  • Additionally, any report selected for export that contains a chain-to report will not export to the chain-to report definition.
  • Note: If you modify the report off-site, copy the report definition file (.BIR) and the Crystal Reports file (.RPT) from the MAS90\Reports\BIReporter folder – both files have the same report name.

click to view the sage 100 erp demo of the business insights reporter export utility task View the Sage 100 ERP Demo of the Business Insights Dashboard Reporter Export Utility.

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sage 100 erp accoounting software support for the business insights reporter menu import tasks Business Insights Reporter Import

The Business Insights Reporter Import is used to import a report definition.

sage 100 erp business insights reporter import setup and integration options Setup & Integration Options

  • The report definition is imported from the .BIR file located in the \MAS90\Reports\BIRReporter folder.
  • After a report is imported, you can modify, copy, or print it using Business Insights Reporter.
  • If a report already exists and you do not want to lose the existing report, copy the existing report to a new report using the Business Insights Reporter Wizard and then import the report – new and existing reports can be imported.
  • After a report is imported successfully, the .BIR file and the .RPT file are deleted from the Import folder within the BIRReporter folder.
  • Note: If you modify the report off-site, copy the report definition file (.BIR) and the Crystal Report file (.RPT) from the MAS90\Reports\BIReporter folder – both files have the same report name
  • Note: The report definition file (.BIR) must first be copied to the \MAS90\Reports\BIRReporter folder. Although the Crystal Report file (.RPT) is not needed for importing, it should also be copied to the \MAS90\Reports\BIRReporter folder, because it is required for printing.

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Sage 100 ERP Business Insights Module Overview Support Information for the Explorer Views Menu Tasks

About Sage 100 Business Insights Explorer Views

Business Insights Explorer is a convenient way to navigate your business infomation systems. It brings ad hoc inquiry and drill-down whole new level. Turn your data into knowledge that you can act on by using powerful sorting, grouping, filtering, and charting capabilities that you personalize to your specifc needs and roles within your company.

sage 100 erp business insights explorer views software benefits and features Features & Benefits

  1. Business Insights Explorer provides user-friendly interface that gives you quick access to crucial information, and related data with drill-down capabilites to the transaction sequence detail.
  2. View key information about a specific entity, such as a customer and related transaction information, including invoices and orders, in a single view using the Preview option. Apply filters to any view, displaying data according to your preference.
  3. Quickly convert your Business Insights Explorer grid information into a chart and display your information the way you want to see it. Convert the data that best visualizes the knowledge you’ve discovered into a bar, line, area, or pie chart. Add your title, and narrow to one or more selected series–so you can share with others inside or outside your company. You can further personalize by reordering and choosing how many data points you want to display.
  4. If you’re looking for a particular entry, simply type a specific clue (such as $825.50) into the Look For Field. Then, you can easily narrow the search by a selection displayed in the Search Field, saving timeform scrolling and scanning through lines of information.
  5. Convenient view filtering capabilities enable you to sort, group, reorganize, and rename columns within the grid, as well as save and share personalized views. You also can create quick custom calculated fields based on simple or complex formulas.
  6. A simple right-click can export your data to predefined Microsoft Word® templates, plus Excel®, Access®, or XML files and easily create mail-merge documents based on the filtered data.

sage 100 erp accounting software support for the business insights explorer module setup and training Business Insights Explorer Overview

The Business Insights Explorer Views is used to navigate through data, and preview and drill into related data for the selected row to follow a transaction from beginning to end.

sage 100 erp support for the business insights explorer views support and user options Support & User Options

  1. You can use the Navigation pane to explore data related to the selected view.
  2. The Navigation pane is located to the left of the main Data View grid in the Business Insights Explorer window.
  3. Data in the Data View grid can be filtered, sorted, grouped, and summarized.
  4. You can also modify the columns in the grid by showing and hiding columns, changing the column order, changing the column names, and formatting the data that appears in the columns.
  5. Changes to the Data View grid can be saved to a setting.
  6. The information in the Data View grid can also be printed and saved to a report.
  7. The Preview pane allows you to view related data in the Data View grid.
  8. The Preview pane is located below the Data View grid.
  9. The data in the Preview pane is filtered by the selected row in the Data View grid and by the option selected in the Preview group on the Navigation pane.

sage 100 erp authorize partner support for the business insights explorer views setup and integration optionsSetup & Integration Options

  1. Business Insights Explorer provides predefined views of commonly used sets of data, such as the Customer view, Sales Orders view, and Open Invoices view. Data can be exported to a variety of output types, including Microsoft Excel®, Microsoft Access®, Microsoft Word®, XML, and Web pages.
  2. The Business Insights Explorer window is comprised of three major areas: the Navigation pane, the Data View grid, and the Preview pane. All of these areas provide ways to navigate to related data or preview information for the selected view.

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sage 100 erp instrucions for the business insights explorer views for setup support and trainingBusiness Insights Explorer Views Instructions

sage 100 erp business insights explorer instructions for save setting as Save Setting As

Use Save Setting As to save customized changes to the current setting as a new setting with a specific name.

  • The new setting can be saved as a public or private setting. You can also save the new setting as the default setting.
  • Note: Settings are global across all companies.

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sage 100 erp business insights explorer views instructions for format settingsFormat Settings

Use Format Settings to specify the default formats to apply to columns of data in the Data View grid based on the format type.

  • The types of data that can be formatted include Date, Number, Currency, Boolean, and Named Value.
  • This allows you to change the format for a type in one location while affecting all columns of data with the format type applied.
  • Note: You can override the global formatting of columns by using the Columns Setting window for the selected column.

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sage 100 erp business insights explorer views instructions for column settingsColumn Field Settings

Use Column Settings to modify the captions and other attributes of columns in the Data View grid.

  • Column Settings also allows you to modify formatting for columns at the column level rather than globally across all columns.

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sage 100 erp business insights explorer views instructions for add columnAdd Column Field

Use Add Column to select a field from any one of the tables that are part of the data source for the view.

  • Once selected and confirmed, the field is added to the Columns list and can be included in the Data View grid.
  • Note: User-defined fields (UDFs) that are added with the Add Column task are displayed the next time you open the Business Insights Explorer window.
  • Note: You can only add fields from the tables displayed in the Add Column window. Additional tables cannot be added to this window.

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sage 100 erp business insights explorer views instructions for clculate fieldAdd Calculated Field

Use Calculated Field to add or edit calculated fields to the Data View grid.

  • Calculated fields are expressions that can be based on fields, driver functions, or constant values.

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sage 100 erp business insights explorer views instructions to add toolbarAdd Toolbars

Use Add Toolbar to add toolbars in the Business Insights Explorer window.

  • After creating the toolbar, you can click and drag button from the Commands tab to the toolbar.

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sage 100 erp business insights explorer views instructions for general cutomizationCustomize Menus & Toolbars

Use Customize to customize menus and toolbars in the Business Insights Explorer window.

  • You can add, remove, and rename buttons and menus on the toolbars, create your own custom toolbars, show or hide toolbars, and move toolbars to a different location.
  • Note: Each toolbar has a drop-down button that allows you to show, hide, and customize the toolbar. You can also reset the toolbar to the default setting.

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sage 100 erp business insights explorer views instructions for the filter builder toolFilter Builder

Use Filter Builder to build filters to apply to the data in the Data View grid.

  • The data can be filtered by any column included in the Data View grid even if the column is not visible in the grid.
  • Multiple filters can be applied to the view.
  • Filters are saved with the setting when you click the Save button on the Business Insights Explorer toolbar.

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sage 100 erp business insights explorer views instructions for changeing optionsSet Global Options

Use Options to maintain global settings that apply to Business Insights Explorer.

  • These options allow you to set cell focus preferences, display navigation buttons, data loading preference, row count limits, grid formatting, and e-mail format options.

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sage 100 erp business insights explorer views instructions for filtering dataAdd Custom Filter

Use Custom Filter to define a filter.

  • The filter is applied to the data in the Data View grid.

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sage 100 erp business insights explorer views instructions for column selectionColumn Selection

Use Column Selection to show or hide columns in the Data View grid.

  • The Column Selection window displays all columns that were previously hidden from the grid.

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sage 100 erp business insights explorer account view setup support and training Explorer Account View

Account View

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sage 100 erp business insights explorer account transactions view setup support and trainingExplorer Account Transactions View

Account Transactions View

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sage 100 erp business insights explorer account budgets view setup support and trainingExplorer Account Budgets View

Account Budgets View

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sage 100 erp business insights explorer customer view setup support and trainingExplorer Customer View

Customer View

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sage 100 erp business insights explorer salesperson view setup support and training Explorer Salesperson View

Salesperson View

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sage 100 erp business insights explorer sales orders view setup support and trainingExplorer Sales Orders View

Sales Orders View

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sage 100 erp business insights explorer history orders view setup support and training Explorer History Orders View

History Orders View

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sage 100 erp business insights explorer shipping history invoices view setup support and training Explorer Shipping History Invoices View

Shipping History Invoices View

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sage 100 erp business insights explorer customer history invoices view setup support and training Explorer Customer History Invoices View

Customer History Invoices View

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sage 100 erp business insights explorer customer open invoices view setup support and training Explorer Customer Open Invoices View

Customer Open Invoices View

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sage 100 erp business insights explorer customer repetitive invoices view setup support and training Explorer Customer Repetitive Invoices View

Customer Repetitive Invoices View

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sage 100 erp business insights explorer customeer payments view setup support and training Explorer Customer Payments View

Customer Payments View

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sage 100 erp business insights explorer vendor view setup support and training Explorer Vendor View

Vendor View

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sage 100 erp business insights explorer vendor history invoices view setup support and training Explorer Vendor History Invoices View

Vendor History Invoices View

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sage 100 erp business insights explorer vendor open invoices view setup support and training Explorer Vendor Open Invoices View

Vendor Open Invoices View

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sage 100 erp business insights explorer vendor repetitive invoices view setup support and training Explorer Vendor Repetitive Invoices View

Vendor Repetitive Invoices View

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sage 100 erp business insights explorer vendor payments view setup support and training Explorer Vendor Payments View

Vendor Payments View

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sage 100 erp business insights explorer item view setup support and training Explorer Item View

Item View

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sage 100 erp business insights explorer item transactions view setup support and training Explorer Item Transactions View

Item Transactions View

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sage 100 erp business insights explorer item view setup support and training Explorer Item Quantities by Warehouse View

Item Quantities by Warehouse View

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sage 100 erp business insights explorer purchase order view setup support and training Explorer Purchase Order View

Purchase Order View

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sage 100 erp business insights explorer vendor history receipts view setup support and training Explorer Vendor History Receipts View

Vendor History Receipts View

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sage 100 erp business insights explorer vendor history purchases view setup support and training Explorer Vendor History Purchases View

Vendor History Purchases View

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sage 100 erp business insights explorer item view setup support and training Explorer Open PO by Vendor Name View

Open PO by Vendor Name View

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sage 100 erp business insights explorer open rma view setup support and training Explorer Open RMA View

Open RMA View

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sage 100 erp business insights explorer item view setup support and training Explorer RMA History Receipts View

RMA History Receipts View

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sage 100 erp business insights explorer item view setup support and training Explorer Bill of Materails View

Bill of Materials View

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sage 100 erp business insights explorer componenet where used view setup support and training Explorer Component Where Used View

Component Where Used View

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